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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,420 | $61,338-71.6% | $149,717-88.4% | $71,495-75.6% |
| Participation rate | 39.0% | 62.5%-23.6pp | 78.8%-39.8pp | 67.9%-29.0pp |
| Annual return | 23.71% | 35.86%-12.1pp | 134.41%-110.7pp | 28.85%-5.1pp |
| Employer contribution / active EE | $1,368 | $2,381-42.5% | $4,820-71.6% | $2,589-47.2% |
| Participant deferral / active EE | $3,052 | $2,919+4.6% | $5,682-46.3% | $4,291-28.9% |
| Admin fee / account holder | $3,278 | $1,263+159.6% | $13,213-75.2% | $1,588+106.4% |